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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
1501
Baker Tilly Wealth Management
Wisconsin
$735K -$285K -868 -29%
FA
1502
Fermata Advisors
California
$734K +$127K +386 +23%
CFO
1503
CVA Family Office
Colorado
$730K +$32.6K +99 +5%
RI
1504
Rinkey Investments
California
$727K – – –
EWM
1505
Elmwood Wealth Management
California
$724K +$29.9K +91 +5%
UCB
1506
United Community Bank
South Carolina
$721K -$69.1K -210 -9%
CH
1507
Cromwell Holdings
Wyoming
$720K +$31.2K +95 +5%
BZWA
1508
Blue Zone Wealth Advisors
California
$719K – – –
CWM
1509
Circle Wealth Management
New Jersey
$718K -$8.55K -26 -1%
AFWM
1510
AMJ Financial Wealth Management
Virginia
$718K -$177K -538 -21%
PTP
1511
Platform Technology Partners
New York
$717K +$11.5K +35 +2%
WA1
1512
Wimmer Associates 1
California
$714K +$9.87K +30 +2%
KAM
1513
Knightsbridge Asset Management
California
$714K +$52.6K +160 +9%
MCCA
1514
Mill Creek Capital Advisors
Pennsylvania
$713K -$963K -2,928 -59%
PWA
1515
Provenance Wealth Advisors
Florida
$712K +$301K +914 +83%
ZCI
1516
Zevenbergen Capital Investments
Washington
$712K +$34.5K +105 +6%
GAM
1517
Gould Asset Management
California
$711K -$67.4K -205 -9%
MCM
1518
Magnolia Capital Management
New York
$711K – – –
CP
1519
Camelot Portfolios
Ohio
$707K – – –
LT
1520
Legacy Trust
Michigan
$705K +$17.1K +52 +3%
SL
1521
SWMG LLC
Texas
$698K +$620K +1,885 New
ONST
1522
Old North State Trust
North Carolina
$694K +$6.58K +20 +1%
SCA
1523
St. Clair Advisors
Ohio
$689K – – –
PFA
1524
Pure Financial Advisors
California
$683K +$10.9K +33 +2%
PMSA
1525
Patrick M. Sweeney & Associates
Illinois
$680K +$30.3K +92 +5%
59 60
61
62 63